morningstar

Josh Frydenberg’s unilateral changes to proxy advice regulation look increasingly unjustifiable. The question that remains is why they were forced through in the first place. The changes, rammed through in late 2021 using regulations powers, will make it nearly impossible for the Australian Council of Superannuation Investors (ACSI) to operate with a requirement that it…

An investor wish list shows how much we’re getting wrong. But it’s a long road to getting things right. One on one, big investors are usually loathe to suggest that governments could be doing more on decarbonisation, regardless of how true – and obvious – that statement is. Allow them to comment anonymously and that…

The 2020s are set to be the years of thematic investing – but so were the early 2000s. And the more things change, the more they stay the same. One of the problems in thematic investing is figuring out what’s a theme and what’s just plain old trendy. But that problem is also a problem…

The recovery from 2020’s “massive period of turbulence” hasn’t lifted all boats, and there are still plenty of bargains to be had if you know where to look. Gareth James, Morningstar’s Sydney-based equity research strategist, expects Link Group, for instance, to bounce back from “a tough few years” of regulatory changes and the loss of…

Fullgoal Asset Management, one of China’s first fund managers to attract offshore shareholders, is widening its international distribution base. It has joined with third-party marketing firm 3PD for Australasia. A subsidiary of Shanghai-based Fullgoal Fund, which was established in 1999 and has about US$151 billion (A$195 billion) under management, as at December last, Fullgoal has…

Hyperion Asset Management is Morningstar’s ‘Fund Manager of the Year’ as well as the top Australian large and small-cap manager, it was announced at the annual awards gathering on Friday night (February 26). A contender with Morningstar for the past three years in a row, the manager has already picked up the Money Magazine ‘Best…

Fund managers have enjoyed a strong bounce in fund flows, according to Morningstar data, and these flows are continuing in the first quarter of the year. In a webinar for clients last week (February 23), Grant Kennaway, Morningstar’s Melbourne-based director of research, said that while 2020 had been a difficult year for fund managers, it…

The Rajiv Jain-led global equity manager, GQG Partners, was this year named ‘Undiscovered Manager of the Year’ by independent research house Morningstar.

Given the global outlook is clearly one of a high degree of risk, it is surprising that all forms of risk assets seem to continually defy all the negative outlooks. Traditional asset allocations have been heavily tied to equity market growth and the continual decline in risk free interest rates over the past 30 years….